+129.3%
SMMV vs VT
+219.2%
-89.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -0.5% |
| 7D | 0.0% | +0.4% | -0.3% | -0.3% |
| 30D | +4.4% | -2.6% | +7.0% | +6.4% |
| 3M | -0.1% | -3.2% | +3.1% | +2.2% |
| 6M | +6.1% | +0.9% | +5.2% | +4.7% |
| YTD | +10.3% | +11.3% | -1.0% | +0.7% |
| 1Y | +13.3% | +14.0% | -0.7% | +1.5% |
| 3Y | +51.5% | +75.8% | -24.4% | -4.0% |
| 5Y | +30.9% | +57.8% | -27.0% | -10.2% |
| All | +129.3% | +219.2% | -89.8% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling